See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $554,742 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $252,623 |
MERCER11+ years Service code 16 · EIN 13-2834414 | Consulting | $90,504 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 16 · EIN 13-5381590 | Consulting | $43,125 |
ALSTON & BIRD LLP11+ years Service code 16 · EIN 58-0137615 | Consulting | $26,022 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,402 | $151,876+28.0% | $113,168+71.8% | $117,739+65.1% |
| Participation rate | 97.5% | 92.5%+5.0pp | 76.6%+21.0pp | 76.6%+20.9pp |
| Annual return | 17.16% | 15.75%+1.4pp | 24.27%-7.1pp | 17.29%-0.1pp |
| Employer contribution / active EE | $9,186 | $4,598+99.8% | $2,975+208.7% | $3,746+145.2% |
| Participant deferral / active EE | $10,877 | $7,767+40.1% | $5,107+113.0% | $6,128+77.5% |
| Admin fee / account holder | $114 | $70+62.8% | $12,068-99.1% | $112+1.8% |